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Baron Focused Growth Fund Institutional Shares (BFGIX)

US Funds

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46.43 +0.86 +1.89%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 938.61M

Type: Fund

Market: United States

Issuer: Baron Capital Group

Asset Class: Equity

General
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BFGIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Focused Growth Institutional (BFGIX) fund. Our Baron Focused Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.94	1.94
Stocks	97.43	97.43
Preferred	0.63	0.63

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	31.35	26.57
Price to Book	4.57	4.63
Price to Sales	3.37	2.89
Price to Cash Flow	19.70	17.04
Dividend Yield	0.81	0.65
5 Years Earnings Growth	12.59	13.10

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	42.93	13.34
Financial Services	20.86	9.94
Technology	12.51	26.94
Communication Services	8.31	3.73
Real Estate	6.05	2.99
Healthcare	3.55	17.27
Industrials	2.97	18.58
Consumer Defensive	2.83	2.92

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Tesla	US88160R1014	9.80	328.24	-6.22%
Arch Capital	BMG0450A1053	6.13	101.12	+0.62%
Spotify Tech	LU1778762911	5.88	419.39	+2.24%
Guidewire	US40171V1008	5.86	195.55	-0.04%
On Holding	CH1134540470	4.69	52.62	-0.17%
Hyatt	US4485791028	4.63	157.48	+0.04%
Interactive Brokers	US45841N1072	4.58	179.59	+0.06%
Space Exploration Technologies Class A Common Stock	-	4.29	-	-
Vail Resorts	US91879Q1094	4.23	182.39	+0.31%
Red Rock Resorts	US75700L1089	3.59	52.41	-0.25%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	5.14B	4.31	-2.59	10.54
Baron Emerging Markets Institutiona	3.78B	11.31	-4.92	2.99
Baron Partners Institutional	3.25B	-0.43	-7.93	18.11
Baron Small Cap Instl	2.83B	12.30	-1.25	10.49
Baron Partners Retail	2.7B	-0.64	-8.16	17.80

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baron Focused Gro.	46.43	+0.86	+1.89%
	Virtus Small-Cap .	37.79	+0.59	+1.59%